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PlannerPal

PlannerPal

www.plannerpal.co.uk

1 Job

9 Employees

About the Company

PlannerPal - AI-Powered Efficiency for Financial Advisers Time is your most valuable asset. PlannerPal helps financial advisers and their teams eliminate time-consuming admin, so they can focus on what truly matters – their clients. Since launching in January 2024, we’ve rapidly grown, supporting firms of all sizes, from solo IFAs to national consolidators. Our AI-powered platform streamlines key workflows, reducing admin burdens while maintaining compliance and quality. Why Advisers Choose PlannerPal: Faster Meeting Documentation – AI records, transcribes, and summarises client meetings into a fully customisable meeting note. Works seamlessly for in-person meetings (via our mobile app) and online (MS Teams & Zoom). Instant Report & Document Generation – AI drafts annual reviews and suitability reports in your firm’s style, integrating directly with Microsoft SharePoint. Compliance-ready in seconds. Effortless CRM Management – Seamless integration with leading industry CRMs: Intelliflo, IRESS, Plannr, and Curo (Time4Advice). One-click syncing eliminates manual data entry and ensures clean, accurate records. Client Intelligence Platform – Unlock deeper insights, track trends, analyse risks, and uncover opportunities with AI-driven data mining. With PlannerPal's deep integrations with Microsoft (SharePoint & Teams), Zoom, and the industry's top CRMs, advisers spend less time on admin and more time building client relationships, growing their businesses, and improving work-life balance. Ready to streamline your practice? Get in touch to see how PlannerPal can help. Trial PlannerPal For Free: https://www.plannerpal.co.uk/sign-up

Listed Jobs

Company background Company brand
Company Name
PlannerPal
Job Title
Lead Full-Stack Engineer
Job Description
**Job Title:** Lead Full‑Stack Engineer **Role Summary:** Lead the technical design, architecture, and delivery of core wealth‑tech platform features for an AI‑powered advisory tool. Own end‑to‑end solution design, serve as the technical partner to key clients and integrations, while steering a distributed engineering team and remaining actively involved in code development (~50 %). **Expectations:** - Own and evolve platform architecture for scalability, performance, resilience, observability, and security. - Drive cross‑functional collaboration with product, partners, and customers to translate requirements into robust technical solutions. - Manage, mentor, and coordinate a remote offshore engineering squad, ensuring on‑time, high‑quality delivery. - Deliver hands‑on development, code reviews, and continuous improvement of dev‑ops practices. **Key Responsibilities:** - Design and architect adviser journeys including authentication, meeting recording/transcription, preferences, and third‑party integrations (CRM, Office 365, corporate SSO). - Prepare architecture diagrams and implementation plans, making pragmatic trade‑off decisions on scope, performance, scalability, and security. - Lead day‑to‑day delivery for an India‑based engineering team: task breakdown, estimation, prioritisation, sprint ceremonies, and progress tracking. - Review code, designs, and pull‑requests from outsourced engineers, ensuring adherence to quality standards. - Write clean, testable backend (Node/Sails) and frontend (Nuxt 3/Vue) code, integrating with MongoDB, AWS services (Cognito, S3, SES, ECS), and CI/CD pipelines (Jenkins). - Serve as technical lead on client/partner calls, clarifying requirements and communicating constraints in plain language. - Champion continuous improvement of developer experience, tooling, testing, release processes, monitoring, and on‑call operations. **Required Skills:** - Proficient in Node.js with Sails.js framework. - Advanced experience with Vue.js and Nuxt 3. - Strong backend and API design skills, including authentication, SSO, and data integration. - Familiarity with MongoDB, AWS services (Cognito, S3, SES, ECS, etc.), and CI/CD (Jenkins). - Expertise in building high‑throughput, scalable systems and securing web applications. - Experience with test‑driven development, automated testing, and performance optimisation. - Proven ability to manage remote teams, lead ceremonies, and deliver high‑quality code. - Excellent written and verbal communication skills for stakeholder engagement. **Required Education & Certifications:** - Bachelor’s degree in Computer Science, Software Engineering, or related field, or equivalent practical experience. - 7+ years of professional experience designing, developing, shipping, and maintaining Node/Sails backend applications and modern JavaScript frontend applications (Vue/Nuxt).
United kingdom
Remote
Senior
09-12-2025